OpenAI COO Discusses GPT-5 Demand as New Model Launches

Model Capabilities & Enterprise Adoption - GPT-5 represents a significant advancement in coding, writing, and healthcare, unlocking enterprise opportunities due to its improved reliability in tool calling, structured thinking, reasoning, and problem-solving [1][2] - Enterprises can adopt these models for an increasing number of use cases, with coding being a significant area of demand [2] - 92% of Fortune 500 companies were actively using chatbots shortly after the launch of ChatGPT, indicating organic adoption in the enterprise [4] Market Share & Competition - While some analyses suggest a decrease in OpenAI's enterprise market share from 50% to 25%, the company focuses on delivering the best models and products for customers [6][7] Developer Ecosystem & Enterprise Growth - OpenAI's API is actively used by over 4 million developers daily to build new products [8] - Enterprise seats grew from 3 million to 5 million in two months, showing accelerating growth and significant potential impact for both developers and enterprises [9] Infrastructure & Investment - Project Stargate is a $500 billion investment in the United States to build infrastructure for OpenAI and the country, addressing the increasing demand for AI [11] - The company is continuously investing aggressively to meet the growing demand for AI, aiming to make it more cost-approachable for enterprises and consumers [12][13] Microsoft Partnership - OpenAI values its positive relationship with Microsoft, which has been a significant infrastructure partner through Azure since before ChatGPT [17] - The company anticipates Microsoft's continued significant involvement and is actively working on defining the future of their collaboration [17][18] Talent & Mission - OpenAI attracts talent due to its mission-driven approach to building general intelligence beneficial for all of humanity [21][22]